TAKING NEW BRIEFS · Q2 / 26
A certified team configures and runs Salesforce — including Financial Services Cloud — for banks, wealth and RIA firms, and insurers: the household and financial-account data model, role-based access and audit trails, and reports leadership can actually trust.
“In a regulated firm, the question isn't whether the CRM is pretty. It's whether you can prove who saw what, and when.”
Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.
Households, person accounts, financial accounts, beneficiaries and advisor relationships modeled in Financial Services Cloud the way your firm actually works — so an advisor sees the whole household, not scattered records.
Role-based and household-level sharing, field-level security, document checklists and audit trails configured to support how your firm controls and evidences access — so 'who saw what, when' has an answer.
Data hygiene, validation rules and tidy reports and dashboards mean pipeline, AUM, book and renewal views reconcile to the system of record instead of living in a side spreadsheet.
We start by understanding how your firm serves clients and what your compliance program requires, configure Salesforce to fit, then run it day to day. Declarative configuration — point-and-click, not custom code. Anything that genuinely needs development, we scope separately and up front.
We learn how your firm works — segments, roles, regulatory requirements — and map your clients, households and books onto the Financial Services Cloud data model before touching configuration.
Declarative build: record types and layouts per line of business, Flows and validation rules, plus the access model — role-based and household-level sharing, field-level security and audit trails configured to support your compliance program.
Legacy CRM and spreadsheet data cleansed and mapped to the FSC object model, with integrations to the systems your firm already relies on scoped and connected.
Once you're live, a certified admin runs the org — users and access, backlog, data hygiene, release readiness — with a plain-English report and a working call each month.
Pick a time, or send context first. Either way, a senior operator replies in one business day.
Tell us what you're seeing. We'll reply with a candid take.
Replies from a senior operator, never an SDR.
Financial Services Cloud configured to your data model and access rules, run by a certified team — with reports your front office and execs can trust.